Reconnect with the right customers
Find warm opportunities without rebuilding your customer history by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Content
Searches for content by filtering pages from the confluence v2 api with intelligent ranking. since the native search endpoint is deprecated, this action: 1. fetches pages from the v2 pages endpoint with pagination (up to 300 pages) 2. applies intelligent client-side filtering with relevance scoring 3. returns results ranked by match quality (exact phrase > all words > partial matches) the search algorithm prioritizes exact phrase matches, then checks for all query words present in the title, and finally considers partial word matches. results are automatically sorted by relevance score for optimal user experience.
Why this helps
Re-engagement gets postponed because identifying the right customers requires too much scattered research.
- Surfaces credible re-engagement opportunities
- Adds historical context to outreach planning
- Reduces manual customer research
Setup
Build it in a few focused steps.
- 1Connect Square and Confluence to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to set it up by conversation.
- 3Instruct Notis to identify customers with declining or inactive Square activity, search Confluence for their prior context, and create a shortlist with a thoughtful next step for each.
- 4Choose a recurring trigger and a channel for run reports.
- 5Test with a recent activity window and refine the inactivity rule.
Questions about this workflow
Can the workflow avoid generic outreach suggestions?
Yes. Ask Notis to base each suggestion on documented customer context and recent Square activity.
How often should it run?
Weekly or monthly works well, depending on your sales cycle.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Square to Confluence. A trigger fires from one place; an action lands in another.
Square triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Tool to add labels to a piece of content. use after obtaining the content id to tag pages or blog posts with metadata labels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Space by ID
Tool to retrieve a confluence space by its id. use when you need detailed metadata of a specific space.
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Create Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Create Whiteboard Property
Tool to create a new content property on a whiteboard. use when you need to attach custom metadata to a confluence whiteboard.
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
Create Private Space
Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Square and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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